Legal Secretary/PA in Private Client Wills & Probate
Romford
Full-time/Part-time, Permanent
£24,000 - £32,000
A multi office High Street, Lexcel accredited practice seeks a Legal Assistant /Secretary with proven, recent private client experience within the Wills & Probate department. The firms aim is to recruit dynamic, forward-thinking individuals who wish to be part of our growth and who share the firm's core values.
The Role:
Position is primarily based at Romford working in the Private Client department assisting the legal advisors in this department.
- Sometimes support legal advisors in other offices due to holidays.
- Welcome visitors and handle inquiries from clients and other parties.
- Assist with all aspects of Private Client matters.
- Produce key documents such as wills, LPAs, and estate accounts.
- Perform basic secretarial duties.
- Manage daily outgoing post and maintain up-to-date filing.
- Perform photocopying, file opening on the case management system, and other administrative tasks as required.
- Prepare and complete IHT forms (IHT205, IHT217 and IHT400) and probate forms online.
The ideal Candidate:
- At least three years' experience in assisting within Private Client, Wills & Probate.
- Experience in drafting and preparing legal documentation: Probate, Lasting Powers of Attorney, Wills & Trusts, general correspondence.
- Knowledge of preparing and completing IHT forms such as IHT205, IHT217 and IHT400.
- Able to prepare LPA forms and Wills on the notes of the solicitor.
- Ability to prepare Probate forms online.
- Experience of LEAP case management system preferred
- Good overall technical knowledge of private client work with the ability to work unsupervised.
- Clear demonstrable ability and keenness to build and maintain client and referrer relationships.
- Excellent administration and organisational skills.
- Digital audio transcription.
- Typing speed of 60 WPM.
- Able to easily commute to all three offices.
Would consider someone who is looking for 3-4 days per week as well as someone looking for full time.
If you would like to learn more about this opportunity, contact Lucy Allan for a confidential discussion.
LR Legal is a specialist legal recruitment agency with a reputation based on trust and integrity. We will always ask your permission before sending your CV to any of our clients.
The PQE identified on this advertisement is a guide only and does not preclude applications from those with more or less PQE.
LR Legal Recruitment is operating as an Employment Agency in respect of this vacancy.
- We require a lawyer who has gained the necessary experience for the position advertised. The PQE identified on this advertisement is a guide only and does not preclude applications from those with more or less PQE.